Bayforest Capital LTD Portfolio Holdings

Bayforest Capital LTD

  • $229 Billion
  • Q2 2025

Bayforest Capital LTD has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 713 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Solaredge Technologies, Inc. with a value of $1.74B, Crown Castle International Corp with a value of $1.71B, Service Corp International with a value of $1.55B, Ugi Corp with a value of $1.47B, and Dollar Tree, Inc. with a value of $1.45B.

Examining the 13F form we can see an decrease of $725M in the current position value, from $230B to 229B.

Bayforest Capital LTD is based out at London, X0

Below you can find more details about Bayforest Capital LTD portfolio as well as his latest detailed transactions.

Portfolio value $229 Billion
Technology: $42.8 Billion
Consumer Cyclical: $36.7 Billion
Industrials: $26.4 Billion
Healthcare: $26.4 Billion
Financial Services: $25.1 Billion
Consumer Defensive: $13.6 Billion
Energy: $13.4 Billion
Basic Materials: $11.9 Billion
Other: $29.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.8B
$185 Million 0.08% of portfolio
7,169
Q2 2025 Reduced 30.53%
$52.1B
$194 Million 0.08% of portfolio
3,972
Q2 2025 Reduced 28.26%
$982M
$173 Million 0.08% of portfolio
9,271
Q2 2025 Reduced 64.73%
$49.3B
$175 Million 0.08% of portfolio
2,434
Q2 2025 New
$40.9B
$188 Million 0.08% of portfolio
103
Q2 2025 Reduced 73.79%
$4.99B
$194 Million 0.08% of portfolio
4,508
Q2 2025 Added 2,446.89%
$5.34B
$184 Million 0.08% of portfolio
1,632
Q2 2025 Added 336.36%
Rb Global Inc
-
$173 Million 0.08% of portfolio
-
Q2 2025 New
$12.7B
$158 Million 0.07% of portfolio
4,481
Q2 2025 New
$7.34B
$151 Million 0.07% of portfolio
7,465
Q2 2025 Reduced 84.69%
$7.18B
$155 Million 0.07% of portfolio
1,173
Q2 2025 Reduced 69.53%
$19.8B
$153 Million 0.07% of portfolio
7,514
Q2 2025 Added 11.8%
$10B
$158 Million 0.07% of portfolio
4,715
Q2 2025 Added 204.59%
$20B
$153 Million 0.07% of portfolio
1,967
Q2 2025 Reduced 75.21%
$25B
$159 Million 0.07% of portfolio
681
Q2 2025 New
$379B
$169 Million 0.07% of portfolio
1,193
Q2 2025 Added 160.48%
$9.46B
$154 Million 0.07% of portfolio
1,813
Q2 2025 New
$129B
$168 Million 0.07% of portfolio
4,700
Q2 2025 New
$4.09B
$164 Million 0.07% of portfolio
16,166
Q2 2025 Reduced 6.28%
$1.55T
$149 Million 0.07% of portfolio
658
Q2 2025 New
$4.52B
$152 Million 0.07% of portfolio
2,714
Q2 2025 New
$72.5B
$150 Million 0.07% of portfolio
2,123
Q2 2025 Added 710.31%
$7.66B
$169 Million 0.07% of portfolio
2,002
Q2 2025 Reduced 81.64%
$2.72B
$147 Million 0.06% of portfolio
9,272
Q2 2025 Reduced 55.16%
$5.66B
$127 Million 0.06% of portfolio
3,075
Q2 2025 Added 118.71%
$2.38B
$131 Million 0.06% of portfolio
8,721
Q2 2025 New
$89.1B
$142 Million 0.06% of portfolio
642
Q2 2025 Reduced 56.88%
$17.8B
$148 Million 0.06% of portfolio
2,150
Q2 2025 Reduced 64.33%
$4.2B
$147 Million 0.06% of portfolio
1,983
Q2 2025 New
$4.72B
$131 Million 0.06% of portfolio
4,770
Q2 2025 New
$7.17B
$126 Million 0.06% of portfolio
11,254
Q2 2025 New
$186B
$136 Million 0.06% of portfolio
1,177
Q2 2025 Added 194.25%
$18.5B
$148 Million 0.06% of portfolio
19,329
Q2 2025 New
$156B
$135 Million 0.06% of portfolio
151
Q2 2025 Added 4.14%
$23.7B
$144 Million 0.06% of portfolio
1,265
Q2 2025 New
$11.6B
$144 Million 0.06% of portfolio
9,367
Q2 2025 Added 460.23%
$4.73B
$129 Million 0.06% of portfolio
3,768
Q2 2025 Reduced 70.06%
$267B
$145 Million 0.06% of portfolio
840
Q2 2025 New
$15B
$140 Million 0.06% of portfolio
2,499
Q2 2025 New
$7.73B
$143 Million 0.06% of portfolio
1,112
Q2 2025 Added 8,453.85%
$94.4B
$114 Million 0.05% of portfolio
414
Q2 2025 New
$4.5B
$116 Million 0.05% of portfolio
1,994
Q2 2025 New
$8.59B
$124 Million 0.05% of portfolio
6,542
Q2 2025 Added 277.28%
$84.2B
$121 Million 0.05% of portfolio
1,705
Q2 2025 New
$13.9B
$109 Million 0.05% of portfolio
396
Q2 2025 Reduced 14.29%
$9.39B
$110 Million 0.05% of portfolio
2,708
Q2 2025 Added 203.59%
$2.97B
$124 Million 0.05% of portfolio
6,883
Q2 2025 New
$12.9B
$111 Million 0.05% of portfolio
632
Q2 2025 Added 310.39%
$151B
$115 Million 0.05% of portfolio
517
Q2 2025 Reduced 26.04%

Summary

  • Portfolio
  • No. of Stocks 713
  • Current Value $229 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 227 stocks
  • Additional Purchases 220 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 265 stocks
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